When a client is named as trustee of a friend’s or family member’s trust, they should understand the responsibilities required to fulfill the role so they can make the best decision to accept the role, or not. Learn how you can help a client make the right decision.

Many families look to family wealth meetings to foster good communication and effective decision-making. While there’s no one-size-fits-all approach, some best practices can help wealthy families achieve their legacy goals.

Down markets combined with rapidly rising interest rates can be unsettling for investors, even experienced ones. While declining balance sheets can cause short-term concern, they also present an opportunity for long-term wealth transfer.

Qualified Personal Residence Trusts (QPRTs) can pass future home appreciation to beneficiaries and ultimately remove the home from the grantor’s estate, potentially reducing estate taxes. Learn how your clients can place a home in a QPRT.

Primarily used to exclude the death benefit proceeds of life insurance from estate inclusion, irrevocable life insurance trusts (ILITs) remain a powerful tool in the estate planner's 'toolbox.' Learn more about how to protect the proceeds of you clients’ life insurance.

A SLAT may be an effective wealth transfer strategy to consider while the lifetime exemption remains at historically high levels. Learn when using a SLAT may be a benefit to your clients.

Learn how a properly structured dynasty trust may help investors meet long-term legacy goals while potentially minimizing estate and generation-skipping taxes.

Get your clients’ estate plans ready for the new year. Use this simple year-end checklist with your clients to help them consider what they should plan for.

Under certain circumstances, gifting assets to older generations can be beneficial for estate and income tax planning purposes. Learn when this may be useful in your clients’ estate planning.